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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,366 | $81,504+34.2% | $102,437+6.8% | $80,959+35.1% |
| Participation rate | 13.2% | 66.9%-53.7pp | 74.5%-61.4pp | 67.7%-54.5pp |
| Annual return | 11.61% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $734 | $3,104-76.3% | $3,871-81.0% | $2,757-73.4% |
| Participant deferral / active EE | $1,688 | $3,871-56.4% | $5,060-66.6% | $4,300-60.8% |
| Admin fee / account holder | $1,822 | $6,719-72.9% | $8,388-78.3% | $6,925-73.7% |